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@dianzhuXS
2026-07-12 23:43:33
給大家看看我的八字神煞組合 明白了吧 為什麼大盧能「神一下」 尤其晚年，基本是無敵開掛的存在 🤭🤭🤭 同樣有四個太極貴人的舉手 收徒優先呦🤗
2026-07-12 19:25:06
明晚Substack同步直播 https://x.com/i/spaces/1wxWjjQVQvkJQ
2026-07-12 18:08:16
這幾天，災難片太多了 必須治癒一下 做了一段老三耐人片 吼吼吼
2026-07-12 16:06:27
牆國央視報導：2026年7月11日，四川樂山暴雨後引發山洪。 【敬畏天地，天佑善人】 現在開始懺悔，一切還來得及😮💨😮💨😮💨
2026-07-12 15:52:12
昨晚直播大盧清楚的指出了「大災後必有大疫」。 其實新冠病毒，在牆內一直沒有什麼所謂的「減少」，或者說一直都在「新增」。 現在官宣，不過是為了年底的「大疫」下毛毛雨做個鋪墊而已。 一個真相請大家留意，這次風災不可怕，可怕的是集中降水後的水災，過程中死的動物越多，後面的「大疫」就越嚴重。 【敬畏天地，天佑善人】，對於個體來說，現在懺悔還來得及。
2026-07-12 07:53:08
基本跟昨晚直播說的吻合 【敬畏天地，天佑善人】 希望牆內更多的人 經歷過後半年的持續災難後 能增長點敬畏之心吧 脫離習共非人性馴化 做個正常人，有人味兒 才能平安
@elonmusk
2026-07-12 23:10:37
RT by @elonmusk: I would like to offer a counterargument that LLMs (or maybe AIs) cannot jump. Before AlphaGo, the AI field had the same argument for Go: there are 2.08 × 10^170 possibilities, nothing fits in the computer, and there is no way AI could possibly predict the outcome of the next 50-60 moves. It turned out most moves do not lead to a win. Combined with clever use of Monte Carlo Tree Search, the sampling becomes quite manageable. The same can be said for physics, where equations are just another form of compression. Einstein did not start with relativity. That was not his first paper. He spent years understanding the properties of light before concluding that the speed of light is constant across the universe, which unlocked his discovery of relativity. During his thought process, he also interacted with other physicists (e.g., sub-agents) to enrich his thinking. Currently we have not run an agent for years of compute. The sessions are often fragmented and disoriented, so every new session is almost a fragmented memory of the past, but it may not be for long.
2026-07-12 18:57:35
RT by @elonmusk: Grok 4.5 is the truth seeking leader that other AIs can aspire to become
2026-07-12 18:28:57
Try Grok 4.5 and see for yourself
2026-07-12 08:33:37
Starship is evolving rapidly
2026-07-12 08:31:51
Grok is the most politically neutral and objectively truth-seeking AI
2026-07-12 08:23:29
Next Starship launch aiming for Thursday
2026-07-12 04:26:25
RT by @elonmusk: Grok 4.5 by @SpaceXAI is the most neutral AI model out there. Almost perfectly balanced between the political Left and Right. No other model comes even close to its neutrality. Fantastic achievement, and much harder to pull off than most would realize!
2026-07-12 04:17:06
Tesla self-driving enables safer mobility for senior citizens
2026-07-12 04:10:38
RT by @elonmusk: and yes, i would say that @elonmusk mission with @SpaceXAI is going well. the results definitively shows how Grok 4.5 training pushed even further to become as neutral as possible and it does feel good to know there is at least 1 model out there that is within that neutral zone.
2026-07-12 02:06:56
RT by @elonmusk: How many people have left America to escape Capitalism? VS How many people have come to America while escaping socialism?
@aleabitoreddit
2026-07-12 19:25:10
Apparently there’s a new popular trend to bearpost trillion dollar companies. Like $NVDA or $TSM. By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed. -> if the company doesn’t respond, stock prices/sentiment are damaged. -> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them -> Poster gain more impressions, then does it again with more views the next time. Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.
2026-07-12 18:12:33
So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators As for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028 - 40k-70k 2029 - 90k-140k for 2030 Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name: - $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now) - Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions: - 31 actuators per Atlas - $1K per actuator in 2028 - $134K Atlas ASP, Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp. I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.
2026-07-12 03:47:54
Apparently, Korean Beauty was where all the alpha is. APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC. Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face for better skin. The world's female population creates a bigger structural demand than hyperscalers for memory or lasers? Should have known...
生成时间：2026-08-04T08:16:02.318Z